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headline circle gifHow To Help > Planned Giving

 

 

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Will or Living Trust Gifts
Do you want to make a lasting difference?  Do you want to remember your beloved pet through an estate gift to help homeless animals?  Consider naming HSSA as the beneficiary of your Will or Trust. If you do not make decisions about how to distribute your property after you die, the state will decide for you! We encourage you to consult an attorney to discuss the benefits of establishing a living trust or will.  Click here for more information.

Download Estate Planning Brochure Here>

Gifts that Provide you with Income for Life
Giving options that include The Charitable Gift Annuity and Charitable Remainder Trusts.  Click here for more information.

Life Insurance Gifts
Using life insurance to make a gift to the HSSA to help the animals in southern Arizona may allow you to make a larger gift than you thought possible.  Click here for more information.

Guardian Angel Program
Want to make sure your pet is cared for after you die?  Click here for more information.

Frequently Asked Questions
What kinds of assets may be given to the HSSA under my will? What are the best ways to remember the HSSA in my will?  Click here for more information.

 

 

 

headline circle gifWill or Living Trust

 

Ann loved animals and had cats throughout her life as companions.  She was unable to donate during her lifetime due to limited resources but wanted to remember her cherished cats by helping other animals in need.  Ann accomplished her wish by naming The Humane Society of Southern Arizona as the beneficiary in her Will.  Through her generosity, HSSA’s sustainability is guaranteed for years to come.

Do you want to make a lasting difference and remember your beloved pet by helping homeless animals in perpetuity?  Consider naming the Humane Society of Southern Arizona as a beneficiary in your Will, life insurance policy, annuity or other planned gift.  Your gift will support the HSSA’s mission of providing housing, care, medical attention, love and new homes for our animals, plus ensure organizational stability for the future. 

Charitable gifts made by bequest are not taxed as part of your estate.

There are several ways to make a bequest to the HSSA:

  • A fixed amount of money or specific property (stocks, real estate, etc.).
  • A percentage of your estate.
  • A contingent bequest, naming the HSSA as the recipient should another beneficiary not survive you.
  • A residual bequest, leaving a portion or the entire remainder of your estate to the HSSA after all else has been settled.
  • A life income bequest, paying income to a person of your choice for his or her lifetime after your death, with the principal donated to the HSSA at the death of your beneficiaries.

Whichever type of bequest you choose, we suggest the following language to avoid any confusion or misunderstanding:

“I hereby give and bequeath to the Humane Society of Southern Arizona, a non profit Arizona corporation located at 3450 N. Kelvin Boulevard, Tucson, Arizona, 85716, Tax I.D. #86-0112798, the sum of $______________ to be used for its general purposes.”

For a gift other than cash, simply describe the assets.

 For a residuary bequest, the wording may be:

 “I hereby give and bequeath to the Humane Society of Southern Arizona, a non profit Arizona corporation located at 3450 N. Kelvin Boulevard, Tucson, Arizona, 85716, Tax I.D. #86-0112798, all the rest, residue and remainder of my estate, both real and personal, to be used for its general purposes.”

For a gift of less than 100% of the rest, residue and remainder of the estate, merely delete “all” and state the fraction.

Gifts earmarked for our general purposes permit us to use the funds where they are most needed. If you wish to restrict your bequest to a particular project, we’ll be happy to talk with you further about how your wishes can best be accomplished.

For more information, contact 321-3704, ext. 116 or 117.

HSSA is not able to give professional, legal planned giving advice.  It is highly recommended to seek legal consultation prior to drafting your planned giving documents.  HSSA cannot serve as a personal representative for your estate or sign as a legal witness.

 

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headline circle gifGifts That Provide You With Income For Life

 


The Charitable Gift Annuity
The Charitable Gift Annuity offers you a way to make a significant gift to the HSSA while continuing to provide for your own future. In exchange for a gift of cash, securities or other assets, the HSSA agrees to pay one or two people — chosen by you — a fixed sum of money each year for life. The older these people are at the time of your gift, the greater the amount of annual income. A portion of each payment is tax-free, and if you give an asset that has grown in value since you purchased it, you will pay capital gains tax on only part of the appreciation.

Here's an example:

If you and your spouse name yourselves as beneficiaries of a gift annuity to the HSSA, your benefits include the following: you will receive fixed payments in quarterly installments for life, a portion of which will be tax-free; you will qualify for a federal income tax deduction (the amount may vary modestly depending on the timing of your gift) in the year you make the gift; your estate may enjoy reduced probate costs and estate taxes; you will provide generous support to the HSSA. We will be glad to provide you with specific calculations that are based on your own personal interests and financial situation.

Charitable Remainder Trusts
There are two types of charitable remainder trusts: the Charitable Remainder Annuity Trust and the Charitable Remainder Unitrust. These gift plans are not as complicated as they sound. Essentially, federal law allows you to put a charitable gift of cash, securities, or other assets into a trust. These assets are invested to generate income, which is paid annually to you and the beneficiaries you choose. When the last beneficiary dies, the principal that’s left in the trust — the remainder — comes to the HSSA.

More specifically: You transfer a gift of cash, securities, real estate, or other assets into a trust that can be managed by the HSSA or financial trustee of your choice; the trustee invests these assets and pays income for life* to the one or more people you choose, such as your spouse, children, or grandchildren; you take a federal income tax deduction in the year you make the gift; upon the death of your last named beneficiary, the assets remaining in the trust go to the HSSA to be used for the purpose you designate; your loved ones may have reduced probate costs and estate taxes; you will provide generous support to the HSSA.

* With an annuity trust, your annual income is a fixed dollar amount, based on a percentage of your initial gift. With a unitrust, your annual income is a variable dollar amount, based on a percentage of the trust’s value as determined each year. For more information, please contact 520.321.3704, ext. 116 or 117.

HSSA is not able to give professional, legal planned giving advice.  It is highly recommended to seek legal consultation prior to drafting your planned giving documents or consulting a tax advisor.  HSSA cannot serve as a personal representative for your estate or sign as a legal witness.

 

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headline circle gifMaking A Gift of Life Insurance

 

Using life insurance to make a gift to the HSSA to help animals may allow you to make a larger gift than you thought possible.

As you grow older, the need for protection from life insurance often diminishes. Your policy has served its original purpose — protecting your loved ones in the event of your death — and can now be used in other ways; making a charitable gift is one of these ways.

To donate life insurance:
· You can contribute the face value of the policy.
· You can name the HSSA the owner and/or beneficiary of the policy.
· Or you can name the HSSA as a successor beneficiary in case of the death of the primary beneficiary(ies) named in the policy.

By assigning ownership of your policy to the HSSA, you are eligible to claim a deduction for income tax purposes. The deduction is based on the present value or the cash surrender value of the policy, whichever is less, up to 50 percent of your adjusted gross income. Any excess of that amount can be carried over and deducted for five additional years, within the limitations of the law.

You can also opt to continue paying premiums, name the HSSA as beneficiary, and take a charitable tax deduction for the premiums you pay. If you purchase a new policy and name the HSSA as owner and beneficiary, you can take a tax deduction for the premiums you pay, and the value of the policy will be removed from your estate at your death, reducing your estate taxes.

For more information, call 520.321.3704, ext. 116 or 117.

 HSSA is not able to give professional, legal planned giving advice.  It is highly recommended to seek legal consultation prior to drafting your planned giving documents or consulting a tax advisor.  HSSA cannot serve as a personal representative for your estate or sign as a legal witness.

 

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headline circle gifFrequently Asked Planned Giving Questions

 


Q: I am currently in the process of revising my will and would like to include the HSSA.  What do my lawyer and I need to know?

A: Our legal name is the Humane Society of Southern Arizona.  We are located at 3450 N. Kelvin Blvd., Tucson, Arizona 85716 and our tax identification number is 86-0112798.

 

Q: What are the best ways to remember the HSSA in my will?

A: We encourage donors to consider giving their support without restrictions, so that the HSSA can use the funds to address the most immediate needs of the animals in our care. 

 

Q: What kinds of assets may be given to the HSSA under my will? 

A: In addition to cash or appreciated securities, the HSSA accepts real estate, or tangible personal property, such as jewelry or collections. With the addition of HSSA's Thrift Store, we are now able to accept estate donations of furniture, household items, clothing, etc. We also accept gifts of automobiles in good, working condition. Individuals may choose to support the mission of the HSSA through contributions of life insurance or pension plan assets.

 

Q: I plan to live in my home for the rest of my life and hope to someday donate it to the HSSA.  Are there any advantages to my donating it now?

A: For those who know that they would like to donate their personal residence to the HSSA they can consider donating the property now, retaining the right to live there for the rest of their lives. The HSSA does not have any rights, or any obligations; however, the donor may become entitled to a substantial tax deduction. They also have the security of knowing that the property will pass without the complications of probate and that their estate may save taxes.

For more information, call 520.321.3704, ext. 116.

HSSA is not able to give professional, legal planned giving advice.  It is highly recommended to seek legal consultation prior to drafting your planned giving documents.  HSSA cannot serve as a personal representative for your estate or sign as a legal witness.

 

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